Untold secrets advisors use to unlock BIGGER case sizes with Affluent and HNW Clients

From Surface Conversations to Full Disclosure: How Advisors Earn the Deep Trust of Clients and sell more Without Being Pushy

 

Financial Advisors who serve affluent or HNW clients but find it hard to connect deeply and design a meaningful and comprehensive financial portfolio for them

 

Usually struggle with the following reasons;

 

❌ They feel inadequate 

 

❌ They don't know how do it and there's not one to guide them

 

❌ They can't relate to their clients well

 

What then happens is they walk away from the opportunity only to find competitors who are more prepared, to close it

 

If you've been there before you'd know how frustrating that can feel 

 

So if this sounds familiar, the good news is

 

✅ the problem isn’t always you, you just need the right system to succeed

 

I know this cos I use to be like that and what I discovered is

 

You don’t need to be a trust lawyer to do legacy planning.

 

You don’t need to be eloquent or charismatic

 

You just need to know the right questions, the right framework, and the right approach

( and maybe 12 seconds of courage )

 

In this masterclass, I’ll show you a simple, repeatable system to engage your clients in meaningful legacy conversations and turn those conversations into deeper relationships, referrals, and most of all BIGGER sales results.

 

What You’ll Learn:


* Why most advisors can’t get quality clients to share what they truly have (and how to fix it)


* A proven framework to start and sustain legacy planning conversations with confidence


* How to help clients create extra legacy without spending extra


* How to turn the friends and family of existing clients into warm touch points — and never have a leads problem again


* How to impress and genuinely value-add to your affluent and HNW clients in just 15 minutes

 

Who This Is For:


* Advisors with affluent or HNW clients who want to go deeper in those relationships


* FAs who feel their clients aren’t showing them the full picture


* Advisors who want referrals that feel natural, not transactional


* Anyone who wants a clear, structured approach to legacy planning conversations

 

Untold secrets advisors use to unlock BIGGER case sizes with

Affluent and HNW Clients

 

From Surface Conversations to Full Disclosure: How Advisors Earn the Deep Trust of Clients and sell more Without Being Pushy

 

Details As Follows: 

Masterclass Details:
Date: 29 May 2026 (Friday)
Time: 1:30 PM – 5:30 PM
Location:
10 Eunos Rd 8, #08-02
SingPost Centre, Training Room
Singapore 408600 

 

*by clicking submit, you agree to photos and videos to be taken during this event ( which might feature you in them ) and to be contacted for future events.

 
Video Poster Image

Hi, I'm Joseph Tan ! 

A Multiple MDRT-COT qualifier and a Financial Services Manager @ Infinity Lumină

I recalled back when I first joined the financial advisory industry ( Tied Agency )

like many we bought into the dream of giving our family a good life while also being able to make an impact in the life of others.

During my initial years I worked hard and was as diligent as I could be but I just couldn't seem to do as well as I wanted — areas I struggled in was anywhere from prospecting, to presenting, to closing.

Though over time I had clinched multiple accolades like top 15 estate planners in singapore, my insurance production was low.

To help myself, I even signed up a $17K personal development course I couldn’t afford ( which I paid in instalment ) in hope for a career breakthrough.

In moments like these, though I was told I would get all the help I needed ( but didn't ) — I'd often end up blaming myself.

😢 I blamed myself for not being able to learn fast, to present better, to prospect better.

😢 I felt like I was pacing on the same spot, not making much progress despite doing my very best.

😢 The weight of all of it of course was further amplified because I had a family to provide for.

Been there before?

Being at a low in my career and time wasn't a luxury I had — I had 2 choices on the table, to give up or seek out for answers.

Thankfully I chose the latter.

It made me see how much my ( then ) environment was so different from the others I was exposed to, and I realised these few elements that needed to be in place for me to succeed:

✅ 1 — A well respected Leader who walks the talk
✅ 2 — A team culture of selfless sharing (comes in handy in times when my manager wasn't available)
✅ 3 — A system and process for success
✅ 4 — A focus on building genuine relationships, not just selling products

None of which was in the team I was in before.

Thankfully all that has changed now since joining Infinity Lumină and as a way of giving back, I'm excited to conduct this masterclass for our team and friends of Lumină.

Your success doesn't have to be built around guess work when you know what works

and that's exactly what I will show you at this masterclass. See you then !

Sign Up For The Lumină Estate Planning Program Now !

*Limited Seats Available

Details As Follows: 

Masterclass Details:
Date: 29 May 2026 ( Friday )
Time: 1:30 PM – 5:30 PM
Location:
10 Eunos Rd 8, #08-02
SingPost Centre, Training Room
Singapore 408600

*by clicking submit, you agree to photos and videos to be taken during this event ( which might feature you in them ) and to be contacted for future events.

About Infinity Lumină 

 

 
Lumină means light in Latin

We are a passionate team of close to 50 consultants 

Led by Andy Peh, We run our business with a mission to light up the lives of our clients by giving them clarity, confidence and control for their future.

To make this happen, Our DNA also extends towards our team where we empower them with the right tools that enable them to build a business in financial advisory in an effective and sustainable way.

Mat 5:14 - You are the light of the world

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